Asset classes with most trading inflows in June
|
Percentage of inflows |
Index dollar value ($ mil) |
International funds |
39% |
$90 |
Target date2 funds |
23% |
$53 |
Large U.S. equity funds |
20% |
$47 |
Asset classes with most trading outflows in June
|
Percentage of outflows |
Index dollar value ($ mil) |
Company stock |
34% |
$77 |
Stable value funds |
28% |
$64 |
Small U.S. equity funds |
21% |
$48 |
“
It’s not uncommon to see lighter than normal trading activity when the market is increasing...it comes as no surprise that few participants made trades.
Rob Austin
Director of Research, Alight Solutions
June investment portfolios:
Asset classes with largest percentage of total balance at end of June
|
Percentage of balance |
Index dollar value ($ mil) |
Target date funds |
25% |
$47,495 |
Large U.S. equity funds |
24% |
$44,898 |
Stable value funds |
11% |
$21,779 |
Asset classes with most contributions in June
|
Percentage of contributions |
Index dollar value ($ mil) |
Target date funds |
45% |
$503 |
Large U.S. equity funds |
19% |
$215 |
International funds |
8% |
$88 |
The Alight Solutions 401(k) Index™ statistics for the period ending June 30, 2017:
Index statistics |
June |
Total transfers as percentage of starting balance |
0.12% |
# Fixed days |
11 (50%) |
# Equity days |
11 (50%) |
# Above-normal1 days |
0 |
June market observations
In June, capital markets saw primarily positive results, with sluggish fixed income returns and strong U.S. small cap equity returns.
Returns for common indices
|
June |
Bloomberg Barclays U.S. Aggregate Index |
-0.1% |
S&P 500 Index |
0.6% |
Russell 2000 Index |
3.5% |
MSCI All Country World ex-U.S. Index (net) |
0.3% |
Members of the media: please contact MacKenzie Lucas for questions about the Alight Solutions 401(k) Index™.